Added to YB: 2026-03-11
Pitch date: 2026-03-09
TWLO [bullish]
Twilio Inc.
-1.17%
current return
Author Info
No bio for this author
Company Info
Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally.
Market Cap
$19.4B
Pitch Price
$127.00
Price Target
236.43 (+87%)
Dividend
N/A
EV/EBITDA
60.76
P/E
609.67
EV/Sales
3.55
Sector
IT Services
Category
growth
TWLO - future buyback champion & AI winner at 18x fwd FCF?
TWLO: Messaging/voice API leader w/ 402K customers (+24% YoY), 5K carriers, 180 countries. Trading 18x fwd FCF. Share count -20% since '23 (190M→152M) via buybacks; mgmt targets SBC <3% rev, 50% FCF to buybacks→$3B+ by 2030. 7% rev growth, 20% FCF margins conservative given AI voice agent adoption (call center TAM $100B+, TWLO could capture 1-3%). 74% usage-based rev offers upside. Risk: RCS shift vs SMS, but TWLO has RCS offering. Activist-driven turnaround (CEO change, capital discipline) de-risked execution.
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